See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,126 | $202,318-58.9% | $172,739-51.9% | $152,861-45.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.04% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $4,964 | $5,856-15.2% | $5,143-3.5% | $4,762+4.2% |
| Participant deferral / active EE | $5,503 | $5,948-7.5% | $5,198+5.9% | $5,850-5.9% |
| Admin fee / account holder | $187 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |